Archive for the ‘Dynamics 365’ category

Dynamics 365 recent news June 2018

June 14th, 2018

Microsoft is rolling out a new Support Center for Dynamics 365. It’s still in Preview (as of June 2018), but if you meet the Prerequisites then, you can check it out now! It’s really simple to navigate when you have the appropriate Office 365 role. After logging into Portal.office.com, just go to https://admin.dynamics.com to see the new support center. Once you’ve submitted a ticket, you can monitor open support issues from the same place, https://admin.dynamics.com

Dynamics 365 Spring 2018 release – updates and resources

On June 1st, Microsoft announced on their official Dynamics 365 Twitter channel (@MSFTDynamics365) that the Dynamics 365 Spring 2018 release notes are updated. Several changes were made to the Field Service, Social Engagement, Talent, Finance and Operations, PowerBI, Microsoft Flow and Data Integration sections of the Spring 2018 release notes.

This follows another series of updates announced on May 1st, so if you’ve read the Spring 2018 update notes upon their first release last April, there is now a lot of new information!

Information and links about the Dynamics 365 Spring 2018 release:
•Dynamics 365 Spring 2018 release page (with on-demand videos to learn more about the Dynamics 365 capabilities)
•Spring ’18 Release Overview page on the Microsoft website (includes link to download the release notes)
•Spring ’18 change history (to check everything that has changed since April)
•Dynamics 365 Spring 2018 release – documentation & readiness (for a few additional resources)
•Watch the Business Applications spring launch event on‑demand – for more information about Dynamics 365 Business Central

In the Microsoft Documents site, you will find information and a number of resources to help you understand how Dynamics supports GDPR and tools for customers to define and support their GDPR obligations.

Visit the site to access the following types of information:
•White papers
•Data Subject Requests
•Compliance Manager
•Webcasts
•Blogs
•eBooks
see https://blogs.microsoft.com/on-the-issues/2018/05/21/microsofts-commitment-to-gdpr-privacy-and-putting-customers-in-control-of-their-own-data/

Customer consent is major aspect of the regulations. It is important that you include relevant information in your marketing objects (like landing pages and email marketing message) that unambiguously informs your audience about the data you collect and the purpose of your processing. Your audience must have the option to give consent freely, make an informed decision, and be able to review, update, or revoke consent at any time.

Dynamics 365 for Marketing:
• Allows you to request, capture, and store consent
•Lets you design your marketing activities to respect the consent given by your audience

see this informative post https://blogs.technet.microsoft.com/lystavlen/2018/06/07/consent-management-in-dynamics-365-for-marketing/

Microsoft delivers new features and improvements to Dynamics 365 (online) through service updates that are periodically delivered to customers. They recommend you update to the latest major version when it becomes available. The update policy defines how customers move from one version to the next. Customers have the option to provide consent prior to updating their organization. Customers also have the choice to either take the updates as they become available or take only one update per year. If a customer chooses to take only one update per year, then this update is mandatory and the customer will be required to take the update during the available dates for that release.

In keeping with this policy, all organizations running version 8.1 (two versions behind the current version) will be upgraded to Dynamics 365 (online), version 9.0.2. The automatic update will take place during your normal maintenance window. So please ensure you plan for testing and any updates you need to make.

At the beginning of the year, Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, the future of Dynamics 365 and Outlook integration, and the legacy Outlook add-in, Dynamics 365 for Outlook. The latest improvements to server-side synchronization and Dynamics 365 App for Outlook in Dynamics 365 (online) version 8.2,enable customers to track emails, appointments, and tasks in Outlook with a special “Tracked to Dynamics 365” Outlook category enabled through server-side synchronization. Assigning the category to an email, appointment, or task in Outlook will track the item to Dynamics 365. Category-based tracking via server-side synchronization is an opt-in experience. This is currently available on Dynamics 365 (online) version 8.2, with support for version 9.0 soon to follow.

Service Update 8 for Microsoft Dynamics 365 8.2.2 (online) is now available. Resolved issues include:
• Recurring Appointment occurrence is not updated correctly when synchronizing with Dynamics 365 for Outlook
• A user should able to Untrack an auto tracked email before email tagger processes the item
• Duplicate Detection triggers when SuppressDuplicateDetection parameter is set to true
• Views saved with Custom Filters do not respond to changes in filter criteria
• Generic SQL Error occurs while trying to perform an Offline Sync with the Dynamics 365 for Outlook
• Unable to filter Orders by Currency
• Associated View icon for Leads does not appear on an Account

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 9.0.x is now available

The Voice of the Customer app provides a new experience in survey and theme designing. The new survey designer provides a simple and intuitive experience to add, remove, and modify survey pages, sections, questions, and answers. see https://blogs.msdn.microsoft.com/crm/2018/05/23/whats-new-in-voice-of-the-customer-version-9-0-1162/

Microsoft Social Engagement 2018 Update 1.5 is now available. Social Engagement now shows attached images and videos in private messages on Facebook and direct messages on Twitter directly in the post list. Resolved issues include:
• Fixed an issue to ensure that private messages in any language are acquired by Social Engagement.
• Fixed an issue where private messages in Indonesian language were discarded due to wrong language mapping.
• Fixed an issue where the ‘Link to Dynamics 365’ filter didn’t have a tooltip, making it impossible in some languages to understand if a post from Social Engagement is or isn’t linked to Dynamics 365.
• Fixed an issue that prevented adding multiple Facebook pages as social profiles.

Microsoft Inspire is next month! It will be held in Las Vegas, Nevada, from July 15th to July 19th.

Ax 2009 mainstream support extended to Oct 2018. Ask Synergy Software Systems about your options.

May 28th, 2018

The original mainstream support deadline was April 10, 2018 for those who are still using Dynamics AX 2009. Microsoft has extended mainstream support for this version of Dynamics AX to October 9, 2018 when mainstream support for AX 2009, AX 2012, and AX 2012 R2 will all end.

So for the next five months, Microsoft will still release bug fixes and patches, third party applications will remain compatible, and Microsoft will still provide tech support. In addition, AX 2009 and Ax 2012 RTM and R2 users now have more time to plan their next steps for their ERP software.

If you plan to stay with Dynamics then ask how we can help you to upgrade your business from AX to Dynamics 365 Finance and Operations Enterprise.
If you can’t move this year then consider a health check to reduce risk and improve performance, and to advise what you need tp consider with regard to upgrade.

Contact Synergy Software Systems, the Dubai based Dynamics partner, today to discuss your Dynamics AX options. You have a little more time but the planning needs to start now. 0097143365589

Optimisation Advisor – boost your Dynamics 365 Finance and Operartions Enterprise performance

May 13th, 2018

The Optimization advisor workspace is a tool that assists power users, business analysts, functional consultants, and IT support functions to identify issues in Dynamics 365 Finance and Operations Enterprise that are related to module configuration and business data. The Optimization advisor suggests best practices for module configuration and identifies business data that is obsolete or incorrect.

If master data isn’t correct (for example, or if you have unit of measure conversions for units that haven’t been defined, or if you have unit of measure conversions that have a division by 0 [zero]), then an optimization opportunity is generated to suggest that you correct the data.

If you have too many batch job history entries, or obsolete items, or closed on-hand entries for warehouse enabled items, and so on, or if those entries and items are too old, then optimization opportunities are generated to suggest that you clean up the data to help improve overall system performance.

The Optimisation advisor works by periodically running a set of best practice rules, using telemetry to analyse business processes, and finding optimisation opportunities. Optimisation opportunities can be company-specific or cross-company, and new rules can be coded to apply per legal entity or to the whole system.

Yet another great feature with Dynamics 365 for more information contact your Dubai partner, Synergy Software Systems 00971 4 3365589

Embed Power Apps in Dynamics 365 Finance and Operations Workspaces

May 6th, 2018

Platform update 14 of D365 for Finance & Operations – the ‘Spring release’ included this great feature to embed Power Apps into your workspaces. The feature is available only in Dynamics 365 for Finance and Operations version 8.0 and for targeted users who have opted in to the Continuous Auto-update Advantage Program (CAAP) for platform updates

Publish your PowerApp on web.powerapps.com to get an App ID that can be found on the details tab of the PowerApp.
Log into D365, and navigate to the form where you want to embed the PowerApp. Select the button to insert a PowerApp and enter in the App ID. The input data for the PowerApp allows the user to select the field to map to the application from the drop-down list. Click Insert
Use it!

PowerApps are purpose-built apps you can build specifically for your business. You can either save time by using the many predefined templates or build an app from through a simple, drag-and-drop user interface. No coding required!

Design and build a business app from a canvas in Microsoft PowerApps without writing code in a traditional programming language such as C#. Design the app by dragging and dropping elements onto a canvas, just as you would design a slide in PowerPoint. Create Excel-like expressions for specifying logic and working with data. Build apps that integrate business data from a wide variety of Microsoft and third-party sources. Share your app so that users can run it in a browser or on a mobile device, and embed your app so that users can run it in SharePoint, Power BI, or Teams. If you don’t need a custom design and your data is in Common Data Service (CDS) for Apps, you can automatically generate a model-driven app from your business data and processes. This type of app can model forms, views, and other components, and the default UI automatically adjusts to phones, laptops, and other devices.

To capture data in a form, perform or for look-up data records, or scan barcodes, record GPS coordinates, get driving directions, capture a signature or route a document for approval all as part of a workflow, form your mobile devices use Power Apps.

Couple PowerApps with Microsoft Flow, to trigger Dynamics applications ( 200+ solutions are available already to natively connects with Flow )

Use Flow, to create end-to-end business processes that span multiple applications, while sending email notifications or approval requests to all interested internal or external parties .

Employees can access these PowerApps from any mobile device (iOS, Android, other) or fuse a webpage front end (HTML5).

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/embed-power-apps

Dynamics 365 Spring release and v9.2

April 23rd, 2018

We recently posted about Dynamics 365 Spring release and focused on Finance and Operations Enterprise features and enhancements.

Now lets look at the customer engagement apps. We now have the previously mentioned new Unified Interface framework and Customer Service Hub Dynamics 365 for Marketing

D365 for Marketing includes event management, email marketing and lead nurturing capabilities embedded within the Dynamics 365 user interface.

Dynamics 365 for Sales – Professional Licence. In addition to the functionality of the D365 for Sales Enterprise licence, Microsoft will offer a new streamlined licence at a lower price point for sales teams members only need lighter functionality. This new licence type restricts use of custom entities, workflows and forms and excludes some functionality including hierarchies, sales goals, social engagement and mobile offline sync.

Embedded Intelligence. Previously available as a preview feature (formerly called Relationship Insights),
• Relationship assistant helps sales users by letting them know when to: follow up on an email, answer a question, attend a meeting, follow-up with a neglected contact and much more. Alert cards are displayed throughout the application to provide relevant information for the context in which the user is currently working and uses data stored in Dynamics 365 and Exchange inbox and calendar.
• Auto capture with Outlook – analyses emails to find messages relevant to specific accounts and then tracks in Dynamics 365 with just one click
• Email engagement – insights from customer emails so sellers can prioritize the most receptive contacts.

Power BI Insights apps. Microsoft will release a series of embedded Power BI Insight apps tailored to specific business functions beginning with a previous release for Sales Insights. This is expected to include predictive lead scoring and relationship analytics to give a relationship health score calculated from emails and content exchanged, and frequency and level of customer interactions brought together from Dynamics 365, email and social networks.

New App Platform Capabilities

The application platform that sits underneath Dynamics 365 sees a significant change with this release. For Dynamics 365 v9, the legacy XRM framework behind Dynamics is npw merged with an updated version of Microsoft’s Common Data Service (CDS). This uses the same Dynamics code base and with backwards compatibility promised, there will be no obvious change, with existing Dynamics 365 apps continuing to work without any modification.
This means that the same platform that powers Dynamics 365 is also used by PowerApps, Office 365, Power BI and the Common Data Service – now renamed Common Data Service for Apps. CDS for Apps has a boost in functionality through server side logic, improved app building experiences and developer capabilities.

PowerApps. PowerApps together with the platform that powers Dynamics 365 lets you build an app and choose between a Canvas app (using a visual WYSIWYG editor) or a Model-driven app (driven by entities, their relationships & business processes). Both apps can access your data and logic in CDS for Apps.

In addition to server side logic, the latest app building capabilities include:
• Business Process Flows to model process stages and guide users through them
• Sophisticated security model providing row level security and model hierarchies
• Calculated fields that use server side logic to compute values in an entity

These new capabilities enable lightweight mobile apps to be quickly developed for field based staff to collect data and also to create new processes that will natively connect across Dynamics 365 and other Microsoft cloud services. PowerApps P2 now becomes the platform licence for users of stand-alone model driven apps. PowerApps P2 is included with the Dynamics 365 Customer Engagement Plan.

Common Data Service for Analytics. Another CDS for Analytics reduces the complexity of analysing data and extracting insights across standalone business apps and other sources. A new capability in Power BI, Common Data Service for Analytics enables organisations to integrate data from multiple sources and will provide teams with increased access to analytics across all the relevant tdata.

GDPR Microsoft states its Spring 18 release features a series of updates across Dynamics 365 products to address the requirements of the General Data Protection Regulation (GDPR). Visit the Microsoft Trust Center to find tools and auditing reports for managing cloud-data security and compliance within your organisation and to read more about what Microsoft is doing to help its customers comply with this regulation.
Use Microsoft Compliance Manager to get insights into your responsibilities for meeting compliance standards.

GDPR stands for General Data Protection Regulation effective from 18th May 2018 in Europe.
The primary objectives of the GDPR are to give citizens and residents back control of their personal data and to “simplify” the regulatory environment for international business by unifying the regulation within the EU.
As per the ICO, the UK’s independent body set up to uphold information rights, the GDPR applies to “controllers” and “processors”. The definitions of controllers and processes are broadly the same as those under the Data Protection Act. In short, the controller says how and why personal data is processed and the processor acts on the controller’s behalf.

If you are a processor, then the GDPR places specific legal obligations on you. For example, when you/ your organisation / your solution / your product maintains or stores records of personal data and includes processing activities, you will have significantly more legal liability if you are responsible for a breach. These obligations for processors are a new requirement under the GDPR and were not as such in the Data Protection Act (DPA).

For Microsoft Dynamics 365 CRM projects, this is a significant legal obligation. The majority, of Dynamics CRM projects include the storage, maintenance and processing of personal data and will most probably fall under GDPR rules if you have European operations, customers and vendors..

LinkedIn Sales Navigator Integration. Improvements to the integration between Dynamics 365 for Sales and LinkedIn Sales Navigator provides more detail about companies and LinkedIn members synchronised to Dynamics record forms and dashboard including profile pictures.

Web Portal . With the Spring Upgrade, portal search is now extended to knowledge article attachments increasing the likelihood of relevant search results.

Dynamics 365 – 9.0.2 Update. This month icrosoft will begin applying Update 9.0.2 to Dynamics 365 (Online), version 9.0 and higher. This update is focused on reliability and performance improvements as well as some new features. Any updates from version 8.x to version 9.0 are scheduled on or after April 2 will automatically get this update – no change of schedule is needed. For customers already running Dynamics 365 (Online) version 9.0.1 or higher, Microsoft begin deploying this update from April 7 through its normal deployment process. No customer action is needed to deploy this update.

Dynamics 365 Spring 2018 (v9.0.2) licensing guide:

https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

April 9th, 2018

The newest update to Microsoft Dynamics 365 for Finance and Operation, now version 8.0 (specifically build number 8.0.30.8020).comes with release notes fthat run to 222 pages,

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-0-april-2018

The Dynamics technology platform now has easier integration from Dynamics 365 Enterprise to other Dynamics products such as : Dynamics Talent, Field Service and Project Service Automation.
In addirion to the Common Data Service (CDS) for Apps which includes templates that are easily configured rgere is also a new Data Integrator tool for Dynamics 365 Enterprise provides thtat makes it easier way to work with the Common Data Service .

Microsoft is leveragign the scalaeability and data mining powers of the clud to use Telemetry acorss ts products. We will now get knowledge-base (KB) recommendations that help Microsoft support to understand how well hotfixes have solved an issue and rhen to proactively push out hotfixes to customers. This proactuve approach will allow customers to spend less timesearching for hotfixes for solutions to problems that already have a published hotfix. after all isn’t that the job of the software author – to provide code that works and for support to fix it when it doesn’t? Aggod example of how Aiis alreaqdy changign things.

Previous posts have hgihglighted of Business Productivity Improvements. Let’s recap:

Alerts – As with Ax 2012 client-based alert functionalityis now availbale for a user to define alert rules on business events, such as when master data is changed or an invoice is paid or a customer changes an address.
Optimization advisor – Uses telemetry to analyze customers’ business processes, finds optimization opportunities,and uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile – Employeescreate and submit project timesheets. Out-of-box mobile app for submitting timesheet. Nnow we have saved favorites. We can also copy from a previous timesheet ffir mire raOid entry rapid, accurate time entry.
Project resource managers can edit the default hours as part of the project booking fulfillment process. Thhey can also now eserve project resources past the task end date
A Person search report – to find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables – Data can be shared across customer and vendor tables and many related tables across multiple legal entities.
One voucher deprecation – One voucher is turned off by default, through a General ledger parameter.

Supply Chain Management Updates

Vendor collaboration – RFQ process – Enhancements to tell who entered a bid (a vendor or a procurement department).
Partial shipment of a load (split load) – Allows single loads or multiple loads to be fully or partially loaded.Immediate replenishment of locations – Used during wave execution wjen allocation fails for a location directive line that has a replenishment template.
Add Reason codes to warehouse counting and adjustment – Users can add a reason code when performing counts and when making an adjustment for better control and audit
Batch balancing is enabled for advanced warehouse module processes.
New Cost administration and Cost analysis Power BI workspaces/

Power apps
Ability to embed PowerBI and PowerApps directly in forms without writing code using a host control. User select in form from the menu bar.an option to add PowerApps

There are also improvements regarding Lifecycle Services and environment management. There is also a new channel to report production outage to escalate a support issue with Microsoft should your Production environment not be available. Financial reporting enhancemtns for (Management Reporter) is alo included.

Another important change is upgrade automation- to upgrade non-production environments.

Dynamics 365 Business Applications Spring 2018

April 3rd, 2018


Take a look into new PowerApps capabilities added during Business Applications Spring 2018 Launch

#Dyn365FO Spring 18 release

March 24th, 2018

The release is due out in April and brings many new features:

Business productivity
Alerts – Client-based alert functionality enables a user to define alert rules based on business events, such as when an invoice is paid or a customer changes an address.
Optimization advisor – Uses telemetry to analyze customers’ business processes, finds optimization opportunities, uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile - Employees can create and submit project timesheets. The use of saved favorites and the ability to copy from a previous timesheet facilitates rapid, accurate time entry.
Edit default project fulfillment hours – Project resource managers can edit the default hours as part of the project booking fulfillment process.
Reserve project resources past the task end date – Project resource managers can fulfill resources on tasks past the current task planned end date..
Person search report - You can find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables –share Data across customer and vendor tables and related tables across multiple legal entities.
One voucher deprecation – One voucher is turned off by default, through a General ledger parameter.

Extensibility and customization
Customizations through extensions only - Migrating customizations from one release to the next has been simplified by moving away from over-layering to the use of extensions.
Extensibility requests - Customers can submit a request to Microsoft for extension support to be added to the product for a needed scenario. The Spring ’18 release enhances this feature by moving it to Lifecycle Services.
Extensible project work breakdown structure – Enables customization of the project work breakdown structure using extensions. This replaces the hierarchical grid control used for the project work breakdown structure with a standard grid that supports hierarchical data.
Embedding PowerApps in workspaces and forms – Use PowerApps to embed data from external sources into Finance and Operations data.
Custom fields - Organizations can add custom fields to tailor their application to their business requirements, using a no-code extensibility experience.

Integration
Integration with Common Data Service (CDS)
Integration with Dynamics 365 for Field Service - Provides data integration to support scenarios where Field Service activities are done outside Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Project Service Automation - Supports scenarios where project and resource management activities are done outside Finance and Operations, and the project accounting activities are done in Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Talent (Public Preview) – Provides data integration of the appropriate HR information into Finance and Operations.

Improved support experiences
Telemetry-based KB recommendation - Telemetry from a production environment can be used to identify the application hotfixes that apply to a tenant.
• KB recommendations when entering a support case - LCS provides telemetry-driven KB recommendations.
Report production outage – Provides a quick and effective channel to escalate issues to Microsoft Support if the services in a production environment are degraded or become unavailable.

Supply chain management
Vendor collaboration – RFQ process – Enhancements make it easy to tell who entered a bid (a vendor or a procurement department).
Partial shipment of a load (split load) - Allows single loads or multiple loads to be fully or partially loaded.
Immediate replenishment of locations – Used during wave execution if allocation fails for a location directive line that has a replenishment template.
Reason codes added to warehouse counting and adjustment – Users can add a reason code when performing counts and when making an adjustment.
Batch balancing enabled for advanced warehousing processes.
Analytical workspaces with embedded Power BI for Cost management – new Cost administration and Cost analysis workspaces

Globalization
India localization – project and upgrade – Users can manage India Goods and Services Tax (GST) for the Project management and accounting module, and AX 2012 customers can upgrade to Dynamics 365 for Finance and Operations.
Enhanced configurability - New features include import and testing scenarios, and also broader support for configurability without coding.
Translation Service - In addition to supporting user interface translation, Dynamics Translation Service (DTS) now supports documentation translation in Microsoft Word and HTML formats (.docx, .html). DTS features can also be accessed directly from various development environments by using the DTS API.
• Regulatory service – configuration (available at the end of April) – Regulatory service targets a no-code programming approach, allowing users to configure electronic reporting formats or tax rules rather than write code for them in the underlying application.
Integration

Servicing, performance, and deployment
Improved delivery of platform and financial reporting updates – Enhancements to how software updates are provided, to improve deployment time and the reliability of servicing.
Upgrade automation – Upgrade automation makes major version upgrades a self-service operation for the customer, using LCS for non-production environments.
Service hardening – Added service monitoring and alerting for core business processes, and improved form load performance of the most commonly used forms.
Lifecycle Services sandbox self-service automation and RDP lockdown.
On-premises deployment updates. Much awaited!

Compliance
General Data Protection Regulation (GDPR) – Investments address the European privacy law’s requirements. Go to the Trust Center to learn more and find resources to help you comply. See our previous posts on the importance of this new legislation.
Accessibility enhancements – Go to the Trust Center to learn about industry-leading accessibility standards.

Finance Insights: Credit and collections

Credit and collections insights provides analytics that help organizations effectively manage their credit and collections processes. It provides:
• Aggregate views of credit and collections across all designated companies.
• Data broken down by company, customer group, and customer.
• Credit overview report.
• Collections report.
• Credit and collections details for a variety of dimensions.
• Predictive analytics to help identify trends.

Lots lots more : Retail, cds, flow, Power bi etc

For more information contact your Dynamics 365 Dubai partner Synergy Software Systems 009714 3365589

Dynamics Finance and Operations Enterprise- new ahshtag for easier search #Dyn365FO

March 24th, 2018

#Dyn365FO. All content on docs.microsoft.com now has the hashtag

Dynamics 365 FO Enterprise 7.3 Vendor collaboration

March 19th, 2018

With the Fall release (Version 7.3), Dynamics 365 for Finance and Operations has much more to offer to automate vendor self-service and collaboration, specifically around the vendor user and organization onboarding aspects.

This video demonstrates the process of inviting and approving new vendors in an organization using Dynamics 365 for Operations. Additionally, you will learn how to use the vendor collaboration features.

Ask Synergy Software Systems – Dubai, Dynamics partner

Dynmaics 365 Finance and Operations Enterprise 7.2 platform 12 on-premise enhancements

March 19th, 2018

The much anticipated release of on-premises deployments of Dynamics 365 for Finance and Operations, Enterprise edition 7.2 with platform update 12 includes features that will enables you to keep your on-premises deployment up-to-date at cloud speed.

Major improvements in this release include:
• Apply Microsoft-released platform and application updates, and code customizations, to your environment post-deployment through Lifecycle Services (LCS) for on-premises customers.
• Infrastructure setup automation improvements that enable much faster setup for most common topologies.
• Optionally disable experiences that depend on internet connectivity on the client machine, even when the client is connected to the internet . To enable this via a simple configuration update from the application functionality, you must download KB 4091763 from LCS.

We also expect the release 7.3 and Data import/export framework (DIXF) for recurring integration support to be released soon.

As always, there may be some changes in the release schedule.

February 24th, 2018

Dynamics 365 Finance and Operations Enterprise is Microsoft’s flagship cloud-based ERP system, Dynamics 365 for Finance and Operations is optimized to deliver improved global visibility, scalability and digital intelligence.

Overview

Financial dimensions

Workflows

Journals

Dynamics 365 FO platform update changes

February 22nd, 2018

The next platform update (which is Platform update 13) will be generally available in April 2018. Platform updates are backwards compatible and do not require any change in your customizations.

For customers who purchase subscriptions to Dynamics 365 for Finance and Operations after April 1, 2018, Platform updates will be continual updates, and will now be managed by Microsoft rather than optional updates.

• If you purchase subscriptions to Dynamics 365 for Finance and Operation after April 1, 2018, then you willl automatically begin receiving continuous updates.
• If you are an existing customer and have Platform Update 11 or earlier installed, then you will be asked to move to Platform Update 12 by April 1 2018.

By July 1, 2018 all customers will receive continual Platform updates managed by Microsoft. (See the Microsoft Modern Lifecycle support policy).

The cloud brings new operating paradigms, no longer do we need for major upgrade every few years to get new features. Such upgrades for an enterprise system are major projects. The new platform aims at a more agile approach of incremental updates. That requires Customers to have a different mind set and processes of on-going testing, own code alignment and new feature adoption. The move from layered code to extension is to support this sea change.
Over-layering means you can change any code when want and move it up to the next layer. This works well in on-premise, isolated code bases. However, it is a high maintenance driver for cloud application, where code purity is the key to scale.
Extension technology does not change the original code base. it provides entry and exit points in the code framework to extend it. These are called pre and post hooks. So, to get a value in a table that is not retrieved in standard code, add code to the post hook to get that value, without ever changing the standard code. Thus the standard code is intact, scalable and can run at high performance using hyper scale computing power.

However, it is not always possible to use pre and post hooks. You may want to alter the value in the process before retrieving it and to interact in the code itself. That was the situation in Ax 2012 and the so called Ax 7
Microsoft provided a new concept in D365 FO called “chain of command” to take extensibility to the next levels.
The goal is better customer experience, faster time to value, better process speeds in large processes, that used to take forever, like master planning or billing.
Rather than 5 year big bang upgrades we will see rolling monthly updates.
In the long run containerisation and micro-ervices are the new paradigms. That’s how Amazon works. Containerised code can even run without an OS.

However, moving from over-layering to extensions is effectively a rewrite of all Dynamics Ax code. Thus, it is a task of epic proportions for those with legacy major vertical extensions. At the end of the work we are going to be in a better place. Release speed will improve and with less dependency on standard code, new and updated solutions will be able to release faster to keep up with the new Microsoft releases

Additional information
• Starting with the April 2018 release, Platform updates for both on-premises and online deployments will be available together.
• Continual updates will be applied first to the sandbox environment and then applied on production. Detailed plans about the process will be shared in the coming weeks.
We have taken several steps in the last few months as we continue this journey to create a robust yet flexible cloud ERP. We believe these changes will result in gains for you in the long term to take advantage of the cloud innovation and capabilities. The timeline below captures recent and upcoming changes.

Nov 2017 Network security group lock down to control access to a set of known clients.
Dec 2017 Sandbox for Dev and Test on MS subscription restricted to non admin access.

Feb 2018 Reduction in package deployment downtime.
Feb 2018 Necessary sand box service operations available through Microsoft Dynamics Lifecycle Services (LCS) such that Azure SQL Server administrative access to all sandboxes will not be required.
April 2018 All sandbox service operations available through LCS such that RDP access to sandbox will not be required.
April 2018 Microsoft managed Platform updates for new customers.
July 2018 Microsoft managed Platform updates for existing customers.
Please note that this information is subject to change without notice.
For more information on the new features ask your Dubai Dynamics partner Synergy Software Systems

EAM, field service, IOT and Holo lens -ask Synergy Software Systems, Dubai

February 17th, 2018

The digital world is already here and what seemed science fiction few years back we now accept as everyday. Voice activated commands on our smear phone now also query our databases and update our dashboards, remote medical checks are done at an atm, artificial intelligence and big data influence our live every time we log onto google, amazon, facebook or ring a callcentre.

We have been investigating IoT for over a year, particularly with regard to condition monitoring for asset management and several of our team were involved in recent training that included a hands on session for Microsoft Field Services. This is built on the Dynamics 365 platform as an extension of CRM and offer comprehensive features for field service: help desk, engineer scheduling and mobile operations. Field service is aimed at service companies with a large field force of service engineers and is typically integrated with erp systems and thus the overall project can be quite complex. To reduce the risk and implementation time we offer a proven accelerator.

We also offer a Enterprise Asset Management suite which is successfully deployed in several leading UAE companies for a number of years particularly for asset tracking.

In Dynamics 365/2012 for Ax EAM also needs to consider that both engineers and equipment may be sued is production or on projects. Thus engineering and maintenance scheduling also has to consider in house planned and breakdown maintenance and servicing and more complex overhauls and asset structures, the impact of equipment downtime on production schedules and much more. We offer a Microsoft certified isv integrated suite of EAM modules built on the Ax 2012/D365 platform that covers both field service and mobile as well as in in house maintenance.

Predictive maintenance and SCADA integration and extensive condition monitoring., embedded and Power BI analytics are no longer rocket science.

At a recent client 4 day workshop we demonstrated HOLO lens assisted reality to support engineers. This can for example be used to provide step by step guidance or for collaboration from the field with an OEM a remote manufacturer, or your chief engineer.

Dynamics 365 v 9 Ask Dubai Dynamics partner Synergy Software Systems

January 22nd, 2018

Announced in July 2017 Dynamics 365 v9 was released for some new customers in November while existing D365 users will be able to upgrade from early 2018. This update is available for Dynamics 2016 (8.0), Dynamics 2016 UPD1 (8.1) and Dynamics 365 (8.2).

Version 9 is a mandatory update for customers using v8.0 or v8.1. This is in line with Microsoft’s update policy, which requires customers to be on the current version, or the immediate version prior to this release. With v9 being the current release, v8.2 is the previous update so system admins can choose not to take version 9.0 but remaining v8.0 and v8.1 users will be required to update.

v9 sees a fundamental change with a separation of code between the platform and apps. As well as delivering on Microsoft’s promise of an app-centric structure, this introduces a new unified user interface to provide a consistent D365 user experience across different browsers, devices and screen sizes. Dynamics 365 – Version 9.0 features a refreshed web interface, multi-select option sets, new virtual entity capability and introduces a new unified client interface.

This will be increasingly evident with the v9 release which sees Dynamics 365 break into modular apps that shift away from one platform with multiple modules hardwired in such as sales, marketing and service. With apps frequently changing and able to upgrade independently of each other, several insiders have predicted that Dynamics 365 users will see a continuous flow of improvements in a similar way that apps on a tablet or mobile device are updated.

By redefining the platform layer and breaking modules into role-based solutions for sales, finance & operations, customer service, talent, field service, to name just a few, this change will remove the need to test all at once and to upgrade everything in one big bang project. This will quicken release cycles and enable more rapid changes by allowing these apps to work independently of each other, and crucially these are all connected with a common data service.

Several legacy Dynamics CRM features will be deprecated with this release. In addition to the Outlook client, further deprecations included dialogs, contracts, mail merge and standard SLA’s. Some of those like dialogues will impact many clients

The deprecation of the Outlook client will also impact Excel dynamics worksheets.

https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming

Unlike the other mobile apps, the App for Outlook isn’t something that a normal end user can (typically) download and configure for themselves. A system administrator must take care of the deployment steps, such as switching over to server-side synchronization, approving user mailboxes (with O365 Global Admin rights) and pushing the app to either selected or all eligible users under the menu Settings – Dynamics 365 App for Outlook.

The Dynamics 365 App for Outlook in V9 is still in Preview mode, so a sysadmin needs to enable it from the System Settings – Previews tab. This is because the earlier app has been replaced with a completely new app in this release, built on UCI (Unified Client Infrastructure) that is used in the new Unified Interface. This will actually turn the previously feature limited Outlook sidebar app into a full Dynamic 365 Customer Engagement app that has similar capabilities as the mobile app mentioned above.

Microsoft has confirmed it has begun the scheduling process for upgrading instances of Microsoft Dynamics 365 to Version 9.0. v9 was rolled out in the closing months of 2017 for new instances of Dynamics 365 and will invite system administrators to run their Version 9 upgrade from February 2018.

Administrators should see a notification in the Office 365 Message Centre advising that their D365 update scheduling window is now open. Starting January 15, existing Dynamics 365 customers will be able to schedule updates to occur from February 20th through August 20th. https://blogs.msdn.microsoft.com/crm/2018/01/12/scheduling-your-dynamics-365-organization-for-microsoft-dynamics-365-online-version-9-0-update/

Microsoft intends to complete scheduled Version 9.0 upgrades by August 2018. v9.0 updates can be scheduled for any day, including weekends, but each date is limited to available bookings so admins are strongly recommended to schedule their update as soon as possible. Microsoft will allocate update slots on a first come, first serve basis.

Administrators will be able to schedule updates to sandbox instances before their production instance. View Sandbox and Production update schedules in a single view within the Dynamics 365 Admin Center.

If you have any questions about scheduling or preparing for this update then please get in touch with us.
At this stage, we do not have any timescale for when Microsoft will release v9.0 for its on-premise edition of Dynamics 365.